For the past 26 years David has been our Financial Planning Advisor. During this time he has provided us with very sound financial advice tailored to our specific circumstances. As two professionals, we chose to retire in our early fifties and therefore needed a very thorough plan on how we could accomplish our retirement goals. David came through making suggestions that we found to be practical, well thought-out and entirely to our conservative desires. We would include as David's strengths his stability in tough times, his conservative approach, his thoroughness and his attention to our particular needs. We have no hesitation in recommending David to anyone who is interested in a well-managed portfolio which includes the clients full participation. David is a no-nonsense person who over the years has served us well and who we are pleased to consider our friend.
— Tad & Terry - Clients since 1994
Thank you Dave for preparing our retirement plan and the time you spent exploring various options and strategies. With your help, we have landed on the best cash flow scenario for us into retirement that optimizes tax planning and net worth accumulation. It is comforting to know that you will be there for us to keep track and revisit this plan year after year! Thank you again for going above and beyond. You really helped to demystify the many issues one faces planning and going into retirement.
— Laila - Client since 2004
We are very pleased and impressed with David Grannary and the Assante team. Throughout the years Dave has always been professional and on-the ball making it obvious that he prepared specifically for each of our meetings. He never failed to followed up if an item needed further research or correspondence. His honesty, integrity and competence allowed us to trust that our financial goals were on track, which then allowed us to focus on living a busy life. We don't hesitate to recommend Dave to family and friends.
— Julie & Jim - Clients since 1997
When we were contemplating retiring in early 2002, a friend from work referred you, and Wendy and I are glad we followed through with his recommendation. The first benefit in dealing with Assante and you, David, was the ease that you worked through the various computer simulations proving to us that we could retire and the level of income we might expect based on our pensions and investments. Fast forward to October 2020, and the decision we made in 2002 to have you as our financial advisor, is the best decision that we could have made. There have been ups and downs in the marketplace during that time but today our investments are better than we could have anticipated. At 80, my wife and I feel confident that our money will last well beyond age 90 as set in our original plan.
— John & Wendy - Clients since 2002
David has been our trusted advisor since we began to save many years ago. He answered all our questions and helped us take advantage of RRSPs TFSAs and RESPs as well as explaining when it made sense not to contribute. Our family grew and now we’re well positioned to cover our children’s education expenses and we’re set up to enjoy a fantastic early retirement in the coming years. I look forward to David and Adam, the “Grannary & Associates” team taking care of us for many more years.
— Curtis & Nancy - Clients since 2004
David and his team’s expertise has provided us with peace of mind during a time of volatility and world uncertainty. We appreciate their family approach and sound advice. The level of service and proactiveness from Assante far exceeds the service we were previously accustomed to. Thank you!
— Doug & Lynn - Clients since 2018
Assante Financial has done a good job for me for over a decade and our joint plan has helped me secure my retirement. I was not fortunate enough to have an employment pension so my investments, and their return, will be my retirement future – it has been a successful plan. More important, they have been my touch-stone during volatile markets and times of uncertainty. My Financial Planners know me well and their thoughtful counsel played a significant role in my portfolio decisions. I am grateful for their knowledge and patience.
— Elizabeth - Client since 2010
Dave and his staff are very knowledgeable and they keep us up to date on all our investment needs. They care about our family and ensure that we are set for whatever challenge awaits.
— Rob & Jo-Anne - Clients since 1995
Since being with Dave at Assante it's been great. We know what we are getting, sound financial advice from an experienced advisor at a proven institution with products that will make our retirement an easy transition. We look forward to our meetings and future advice to achieve our goals.
— Joe & Sophie - Clients since 2017